Stephen White Yarbrough
Professional Summary
Stephen White Yarbrough was a registered financial advisor. Stephen was a previously registered financial professional and started their career in finance 1981 - 2020. Stephen had worked at 7 firms and has passed the Series 63, SIE, Series 55, Series 5, Series 7, Series 27, Series 53, Series 8 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
BENCHMARK SECURITIES LLC | BENCHMARK SECURITIES, LLC
Contact Information
Main Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789Mailing Address
250 S. Park Avenue Suite 380, Winter Park, FL 32789Phone Number
(407) 960-2700Established
Florida since 11/03/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2000Series 5 — Interest Rate Options Examination
Passed Dec 1982Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Mar 1990Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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